Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

Paul Dexter avatar Christa Moody avatar Brandon Clough avatar +3
36 articles in this collection
Written by Paul Dexter, Christa Moody, Brandon Clough and 3 others

Labor Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.
Christa Moody avatar
Written by Christa Moody
Updated this week

Create Office Locations

How to create multiple office locations within your company.
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

How to Set a Shipping Method

Setting up default shipping methods for purchasing
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Office Level Pricing Programs and Factors

This article will discuss enhanced functionality for Office locations within your Company
Kelly Johnson avatar
Written by Kelly Johnson
Updated over a week ago

Labor Presets

Use labor preset tool to quickly add labor to item in your projects
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Setting Up Purchasing/Selling Currencies

How to set your company's default purchasing and selling currencies
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Adjusting Email Notifications

How to opt in/out of email notifications
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

How to Set Default Labor Units

Set which labor units open by default when editing line items
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Creating Service Packages

How to set up and edit service packages
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Factors: Hours per Day of Labor

How to create a factor to add specific labor-type hours per days a labor category.
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

How to Set your Currency

Setting your Main Company Currency
Christa Moody avatar
Written by Christa Moody
Updated over a week ago
Company Settings

Turn on/off Push New Items to Database

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Labor Type Translations

Learn how to translate your labor types when using reports in different languages.
Clayton avatar
Written by Clayton
Updated over a week ago

Unique Office Labor Rates

Now, each Office in your company can have their own labor rates
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Automatically Favorite Items

How to change whether your products are favorited when added to a project by default
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Two-Factor Authentication

Secure your Jetbuilt account with 2FA
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Default Tax Preferences

How to set up default tax on equipment, shipping, and labor rates.
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Manager Approval

Requiring projects to be approved by a Manager before proposals are sent out.
Mason Clough avatar
Written by Mason Clough
Updated over a week ago

Set Default Labor Rates and Costs

How to create and edit Labor Rates and Costs for your company
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Default Rooms and Systems

How to set up default rooms and systems that will appear in a checklist for each project you create.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Custom Project Numbers

How to edit project numbers, or change your company's default project numbering format.
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

Edit Company Settings

How to set up your company account as a Jetbuilt Admin
Brandon Clough avatar
Written by Brandon Clough
Updated over a week ago

Creating Factors

Creating and adding factors to a project
Christa Moody avatar
Written by Christa Moody
Updated over a week ago